Request task management

A request contains one or more tasks. These tasks allow qualifiers to define activities that must be done to complete a request.

Administrators can create multiple tasks under a single request.

Splitting a request into separate tasks, when necessary, enables qualifiers to:
  • Assign different aspects of a request to different staff members.
  • Assign tasks to staff members who have different set of skills or are in different locations.
  • Schedule tasks so they are either done one after another, or at the same time by different staff members.
  • Schedule additional tasks, if necessary, to complete the request.
Note: If you have the Request life cycle is request driven configuration option activated, you can manually add tasks as needed. If you have Request life cycle is task driven activated, an initial task is automatically created when the request record is created.